2023 Form 5500 filing — St Luke Home Care And Hospice Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731144527NAL0022471345001) for St Luke Home Care And Hospice Retirement Plan, reported by Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas under EIN 66-0592943 and plan number 002. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731144527NAL0022471345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Programa De Servicios De Salud En El Hogar Y Hospicio San Lucas
- EIN
- 66-0592943
- Plan number
- 002
- Location
- Ponce, PR
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,777,775
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,777,775
- Employer contributions
- $91,308
- Participant contributions
- $279,735
- Total income / additions
- $1,044,049
- Benefits paid
- $988,543
- Administrative expenses
- $36,719
- Total expenses
- $1,025,262
- Net increase / (decrease)
- $18,787
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,937 | $0 |
| Pension Administrators Group, Inc. | CONTRACT ADMIN | $15,402 | $4,675 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $628 | $0 |